Corient Private Wealth LLC
Position in IWS — iShares Russell Mid-Cap Value ETF
CIK 1948780
MIAMI, FL
All Filings in IWS
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15 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 IWS | $22,742,452 | 138,168 | Shares | Sole | 2026-08-27 | |
| 2026-03-31 IWS | $19,235,639 | 131,986 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 IWS | $18,497,438 | 131,141 | Shares | Sole | 2026-03-09 | |
| 2025-09-30 IWS | $17,337,656 | 124,133 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 IWS | $14,748,673 | 111,614 | Shares | Sole | 2025-09-26 | |
| 2025-03-31 IWS | $27,933,343 | 221,746 | Shares | Sole | 2025-05-14 | |
| 2024-12-31 IWS | $14,873,841 | 114,998 | Shares | Sole | 2025-02-10 | |
| 2024-09-30 IWS | $39,375,189 | 297,733 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 IWS | $38,690,287 | 320,443 | Shares | Sole | 2024-08-13 | |
| 2024-03-31 IWS | $36,786,360 | 293,516 | Shares | Sole | 2024-05-09 | |
| 2023-12-31 IWS | $37,387,700 | 321,504 | Shares | Sole | 2024-02-09 | |
| 2023-09-30 IWS | $39,528,687 | 378,845 | Shares | Sole | 2023-11-03 | |
| 2023-06-30 IWS | $2,932,178 | 26,695 | Shares | Sole | 2023-08-10 | |
| 2023-03-31 IWS | $2,689,302 | 25,323 | Shares | Sole | 2023-05-15 | |
| 2022-12-31 IWS | $2,697,125 | 25,604 | Shares | Sole | 2023-02-15 | |
| No filing history on record for this holder in this stock. | ||||||